Advisor at My Harvest Field Financial LLC
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Firm
My Harvest Field Financial LLC
Location
Sugar Land, TX 77478
Credentials
Series 63, Series 65
Industry experience
13 years
Zameer Upadhya is a financial advisor at My Harvest Field Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Platinum Premier Global Equity since 2016. Outside of advisory work, he is involved in accounting and tax services through My Harvest Field Accounting and provides leadership development and motivational speaking through AMR Consulting Services, Inc. My Harvest Field Financial LLC provides discretionary portfolio management and financial planning services primarily for individuals and high-net-worth clients. The firm employs a multi-method investment approach, including fundamental, quantitative, and technical analysis, and typically manages client accounts on a discretionary basis with quarterly reporting.
Based on My Harvest Field Financial LLC
Financial planning fixed fees between $350 and $5,000
All Assets+: 1.25% annually
Commission-based insurance products are offered through licensed insurance agency affiliates; commissions apply
Account minimum: $50,000 (may be waived at firm's discretion) Fee-only: Portfolio management fees based on 1.25% annually; Financial planning fixed fees between $350 and $5,000 (negotiable)
14090 Southwest Freeway, Suite # 300
Sugar Land, TX 77478
Texas
Platinum Premier Global Equity
2016 - Present (10 years)
My Harvest Field Financial LLC
2012 - Present (14 years)
My Harvest Field Consulting
2012 - Present (14 years)
My Harvest Field, Inc.
2009 - Present (17 years)
Babyspot, Inc.
2006 - Present (20 years)
Amr Consulting Services, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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